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Sherbrooke Park Advisers’s New Jersey Resources NJR Stock Holding History

Sherbrooke Park Advisers’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,455
Closed -$234K – 1114
2024
Q1 		$234K Buy
+5,455
New +$230K 0.05% 664

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sherbrooke Park Advisers's NJR Position: Q2 2024 in Review

Sherbrooke Park Advisers sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 5,455 shares — an estimated $234K sold.

Sherbrooke Park Advisers first reported a position in NJR in Q1 2024 and held it in 1 quarter. The position peaked at $234K in Q1 2024. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

  • Sherbrooke Park Advisers reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 5,455 New Jersey Resources shares in Q2 2024, an estimated $234K.
  • Sherbrooke Park Advisers first reported a position in New Jersey Resources in Q1 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's New Jersey Resources position peaked at $234K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.